UNISON ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 1.31M | $21.98M |
 | BAC | 174K | $9.59M |
 | WFC | 101K | $9.45M |
 | GOOGL | 84K | $26.33M |
 | ORLY | 79K | $7.17M |
 | CDW | 48K | $6.57M |
 | BRK-B | 45K | $22.42M |
 | JPM | 42K | $13.69M |
 | META | 41K | $26.92M |
 | AXP | 38K | $14.09M |
 | ONON | 36K | $1.67M |
 | LOW | 31K | $7.44M |
 | ELV | 28K | $9.70M |
 | TSM | 26K | $7.88M |
 | NTNX | 22K | $1.13M |
 | AAPL | 22K | $5.85M |
 | UNH | 20K | $6.70M |
 | V | 20K | $6.83M |
 | MSFT | 18K | $8.39M |
 | UBER | 8K | $625.08K |
Nu Holdings Ltd.
NU
Shares Held
1.31M
Value
$21.98M
Bank of America Corporation
BAC
Shares Held
174K
Value
$9.59M
Wells Fargo & Company
WFC
Shares Held
101K
Value
$9.45M
Alphabet Inc.
GOOGL
Shares Held
84K
Value
$26.33M
O'Reilly Automotive, Inc.
ORLY
Shares Held
79K
Value
$7.17M
CDW Corporation
CDW
Shares Held
48K
Value
$6.57M
Berkshire Hathaway Inc.
BRK-B
Shares Held
45K
Value
$22.42M
JPMorgan Chase & Co.
JPM
Shares Held
42K
Value
$13.69M
Meta Platforms, Inc.
META
Shares Held
41K
Value
$26.92M
American Express Company
AXP
Shares Held
38K
Value
$14.09M
On Holding AG
ONON
Shares Held
36K
Value
$1.67M
Lowe's Companies, Inc.
LOW
Shares Held
31K
Value
$7.44M
Elevance Health Inc.
ELV
Shares Held
28K
Value
$9.70M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
26K
Value
$7.88M
Nutanix, Inc.
NTNX
Shares Held
22K
Value
$1.13M
Apple Inc.
AAPL
Shares Held
22K
Value
$5.85M
UnitedHealth Group Incorporated
UNH
Shares Held
20K
Value
$6.70M
Visa Inc.
V
Shares Held
20K
Value
$6.83M
Microsoft Corporation
MSFT
Shares Held
18K
Value
$8.39M
Uber Technologies, Inc.
UBER
Shares Held
8K
Value
$625.08K